Purchases and Sales Made in Q1 2025 in Fidelity Covington Tr Msci Rea (FREL)
This table provides information about the institutional ownership of Fidelity Covington Tr Msci Rea (FREL) during Q1 2025. The information is specifically focused on institutions that hold shares of FIDELITY COVINGTON TR MSCI REA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 1.02% |
$26 - $28.6
|
99
$2.68K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 2.44% |
$26 - $28.6
|
42
$1.14K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-42- 3.56% |
$1.09K - $1.2K
|
1.14K
$30.8K
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
SELL
|
- |
-52- 0.52% |
$1.35K - $1.49K
|
9.89K
$268K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-76- 45.24% |
$1.97K - $2.17K
|
92
$2.49K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-95- 0.59% |
$2.47K - $2.72K
|
15.9K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-101- 8.51% |
$2.62K - $2.89K
|
1.09K
$29.4K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-111- 0.18% |
$2.88K - $3.17K
|
60.4K
$1.63M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-120- 1.08% |
$3.12K - $3.43K
|
10.9K
$296K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-193- 1.4% |
$5.01K - $5.52K
|
13.6K
$369K
|
|
|
May 06, 2025
Q1 2025
|
Kdk Private Wealth Management, LLC
Houston, TX |
SELL
|
- |
-209- 2.1% |
$5.43K - $5.98K
|
9.75K
$264K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-266- 2.31% |
$6.91K - $7.6K
|
11.3K
$305K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-387- 22.04% |
$10.1K - $11.1K
|
1.37K
$37K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-390- 2.34% |
$10.1K - $11.2K
|
16.3K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-422- 5.02% |
$11K - $12.1K
|
7.98K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-459- 4.64% |
$11.9K - $13.1K
|
9.44K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-520- 0.99% |
$13.5K - $14.9K
|
52K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Tufton Capital Management
|
SELL
|
- |
-525- 5.61% |
$13.6K - $15K
|
8.84K
$239K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-609- 0.53% |
$15.8K - $17.4K
|
115K
$3.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-659- 4.17% |
$17.1K - $18.8K
|
15.1K
$410K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-730- 17.87% |
$19K - $20.9K
|
3.36K
$90.7K
|
|
|
May 15, 2025
Q1 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-754- 2.26% |
$19.6K - $21.6K
|
32.6K
$880K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-780- 5.65% |
$20.3K - $22.3K
|
13K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1K- 62.5% |
$26K - $28.6K
|
600
$16.2K
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-1.04K- 10.18% |
$27K - $29.7K
|
9.15K
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.17K- 4.8% |
$30.4K - $33.5K
|
23.2K
$629K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.19K- 22.03% |
$30.8K - $33.9K
|
4.2K
$114K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.27K- 2.03% |
$33K - $36.3K
|
61.4K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-1.61K- 4.42% |
$41.8K - $46K
|
34.8K
$941K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.9K- 10.02% |
$49.5K - $54.4K
|
17.1K
$462K
|
|
|
Apr 02, 2025
Q1 2025
|
Marotta Asset Management
|
SELL
|
- |
-2.03K- 1.41% |
$52.7K - $58K
|
141K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.18K- 4.71% |
$56.7K - $62.4K
|
44.1K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-2.43K- 13.14% |
$63.2K - $69.6K
|
16.1K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.58K- 14.22% |
$67K - $73.7K
|
15.6K
$421K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-2.6K- 14.01% |
$67.6K - $74.4K
|
16K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.71K- 31.75% |
$70.4K - $77.4K
|
5.82K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.74K- 4.03% |
$71.2K - $78.3K
|
65.2K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.07K- 26.32% |
$79.8K - $87.8K
|
8.6K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-3.3K- 6.54% |
$85.7K - $94.3K
|
47.2K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-3.43K- 21.39% |
$89.1K - $98K
|
12.6K
$341K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.72K- 1.98% |
$96.5K - $106K
|
184K
$4.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.25K- 22.81% |
$110K - $122K
|
14.4K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.52K- 4.99% |
$117K - $129K
|
86.1K
$2.33M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.56K- 21.31% |
$118K - $130K
|
16.8K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.99KClosed |
$130K - $143K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.52K- 11.46% |
$143K - $158K
|
42.6K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-5.86K- 3.05% |
$152K - $168K
|
186K
$5.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-6.25K- 5.17% |
$162K - $179K
|
114K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.89K- 3.07% |
$205K - $226K
|
249K
$6.73M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.32K- 22.74% |
$216K - $238K
|
28.3K
$764K
|